Productized HubSpot help — fixed scope, clear price

No open-ended retainers you can't predict. Pick the package that matches where you are, see exactly what you get, and what it costs.

01
Purchase onlineAny CRM

CRM Health Audit

Know exactly what's broken in your CRM — scored, recorded, and delivered within a week.

£295

Works with any CRM. No call required — send me access, I do the work. Fee credited against a Build Sprint if you book within 30 days. Optional 30/60/90 action plan template: +£39.99.

Most portals I audit have critical data gaps or broken automations their teams don't know about. The scorecard makes the invisible visible.

What's included
  • PDF health scorecard — scored across data quality, pipeline, automation, and tracking
  • Recorded video walkthrough of your portal delivered via Google Drive
  • Written summary of priority fixes, ranked by impact
  • Delivered within one week of receiving portal access
02
Scoping call

HubSpot Build Sprint

Ground-up HubSpot configuration or hands-on fixes to an existing portal — done properly, with docs to prove it.

From £2,500

Day-rate engagement at £500/day. Minimum 5 days (£2,500). Most projects run 4–8 weeks. Quoted as a fixed project fee after a scoping call. Requires an existing HubSpot instance.

What's included
  • Existing portal audit followed by a prioritised remediation plan
  • Marketing Hub and Sales Hub configuration — properties, pipelines, lifecycle stages
  • System-wide automations and process workflows built and tested
  • Google Drive handover documentation for every change made
  • Optional: recorded training sessions for your team
03
Scoping call

HubSpot Automation & Lead Scoring

Workflows that run your follow-up and a scoring model that tells your team who's actually ready to buy.

From £1,500

Scope and price depend on the number of workflows and model complexity. Often 1–3 automations are included within a Build Sprint. Quoted after a scoping call.

I've deployed close to 100 HubSpot workflows that have collectively enrolled over 1 million records. I've also designed dozens of lead scoring models — on-platform and AI-powered — for B2B teams across financial services and SaaS.

What's included
  • HubSpot workflow design, build, and end-to-end testing
  • QA testing sheet with screenshots and video evidence per workflow
  • Lead scoring model built on-platform or using AI-powered logic
  • MQL→SQL handoff criteria your sales team can trust
  • Full workflow documentation so you can maintain it yourself
04
Book a sessionAny CRM

Funnel Simulation Workshop

Build a financial model of your funnel live — know your traffic, conversion, and revenue targets before you spend.

£249.99

One live session. Typically 90–120 minutes.

What's included
  • Live 1:1 workshop — we build your funnel model together using interactive simulation software
  • Input your real variables: traffic, conversion rates, AOV, and cost targets
  • Concrete KPI targets for every stage of your funnel
  • PDF export of your funnel financials
  • Interactive funnel link you can share and revisit
  • Scenario alternative — a side-by-side current vs optimised model (e.g. what recovering abandoned carts adds to revenue)
Ongoing support

HubSpot Care

Ongoing HubSpot support once you're up and running — the natural step after a build.

Essentials£500/mo

One day a month — keep HubSpot healthy and predictable.

  • HubSpot health monitoring
  • Small fixes and tweaks
  • Monthly check-in call
Talk about Essentials — coming soon
Recommended after a build
Growth£1,000/mo

Two days a month — active optimisation and faster turnaround.

  • Everything in Essentials
  • Workflow and automation tuning
  • Priority support
Talk about Growth — coming soon
Compare plans
FeatureEssentialsGrowth
HubSpot health monitoring
Small fixes & tweaks
Monthly check-in call
Active workflow optimisation
Priority response
Capacity~1 day/mo~2 days/mo
Add-on

Managed reporting from £99/mo

Databox dashboards — you keep your own subscription.